Purchases and Sales Made in Q3 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q3 2023. The information is specifically focused on institutions that hold shares of VANECK MORNINGSTAR WIDE MOAT E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.43KNew |
$256K - $285K
|
3.43K
$294K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.39KNew |
$254K - $282K
|
3.39K
$291K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.36KNew |
$251K - $279K
|
3.36K
$288K
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$250K - $278K
|
3.34K
$286K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.34K+ 9.68% |
$250K - $278K
|
37.8K
$3.24M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.28KNew |
$246K - $273K
|
3.28K
$282K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.27K+ 26.56% |
$245K - $273K
|
15.6K
$1.34M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.18K+ 69.21% |
$238K - $265K
|
7.77K
$667K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.16K+ 13.43% |
$236K - $263K
|
26.7K
$2.29M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.05KNew |
$228K - $254K
|
3.05K
$262K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.03K+ 1.9% |
$227K - $252K
|
162K
$13.9M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.98K+ 6.51% |
$223K - $248K
|
48.7K
$4.18M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.96KNew |
$221K - $246K
|
2.96K
$254K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2.88KNew |
$216K - $240K
|
2.88K
$247K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.87KNew |
$215K - $239K
|
2.87K
$246K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 15.57% |
$214K - $238K
|
21.2K
$1.82M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.84KNew |
$213K - $237K
|
2.84K
$244K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.82K+ 12.91% |
$211K - $235K
|
24.6K
$2.11M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.81KNew |
$210K - $234K
|
2.81K
$241K
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.81KNew |
$210K - $234K
|
2.81K
$241K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.79KNew |
$209K - $232K
|
2.79K
$239K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.78KNew |
$208K - $232K
|
2.78K
$239K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.77K+ 11.19% |
$207K - $230K
|
27.5K
$2.36M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.77K+ 15.09% |
$207K - $230K
|
21.1K
$1.81M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.73KNew |
$205K - $228K
|
2.73K
$235K
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.7K+ 3.64% |
$202K - $225K
|
76.7K
$6.59M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.69KNew |
$201K - $224K
|
2.69K
$230K
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.68KNew |
$201K - $223K
|
2.68K
$230K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.63K+ 30.23% |
$197K - $219K
|
11.3K
$973K
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.63K+ 42.62% |
$197K - $219K
|
8.8K
$755K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.58K+ 13.97% |
$193K - $215K
|
21.1K
$1.81M
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.57K+ 3.88% |
$192K - $214K
|
68.8K
$5.9M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.57K+ 21.66% |
$192K - $214K
|
14.4K
$1.24M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.49K+ 18.96% |
$186K - $207K
|
15.6K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.44K+ 7.73% |
$183K - $204K
|
34K
$2.92M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.41K+ 0.59% |
$181K - $201K
|
410K
$35.2M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.36K+ 71.95% |
$176K - $196K
|
5.63K
$483K
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
2.3K+ 22.26% |
$172K - $192K
|
12.6K
$1.08M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
2.17K+ 5.72% |
$162K - $181K
|
40.1K
$3.44M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.09K+ 313.47% |
$157K - $174K
|
2.76K
$237K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.09K+ 6.61% |
$156K - $174K
|
33.7K
$2.89M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.07K+ 21.93% |
$155K - $172K
|
11.5K
$986K
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$150K - $167K
|
2K
$172K
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.99K+ 4.1% |
$149K - $165K
|
50.5K
$4.33M
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.98K+ 1.45% |
$148K - $165K
|
138K
$11.9M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.97K+ 66.86% |
$148K - $164K
|
4.92K
$423K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.89K+ 4.93% |
$142K - $157K
|
40.3K
$3.46M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.84K+ 9.74% |
$138K - $154K
|
20.8K
$1.78M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.7K+ 45.04% |
$127K - $141K
|
5.47K
$470K
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 4.16% |
$125K - $139K
|
41.9K
$3.6M
|